AMERICAS FRIDAYS

GEOPOLITIX BOTTOM LINE

US-AMERICAS | GEOPOLITICAL RISK

The Future of Populism at Home and Abroad For better or worse, a lot depends on what will happen in the United States. American power was critical in establishing both the economic and political pillars of the liberal order, and if the United States retreats from that leadership role, the pendulum will swing quickly in favor of the nationalists. So, we need to understand how populism is likely to unfold in the worlds leading liberal democracy. -The American Interest

Repairing Our Fractured Politics Abolishing the filibuster and passing a balanced-budget amendment would be a start toward curing what ails American government. -National Review  

2006 READ The Broken Branch: How Congress Is Failing America and How to Get It Back on Track

House Extends Surveillance Law, Rejecting New Privacy Safeguards -NYT

The World According to H.R. McMaster Why is he so worried about North Korea? -The Atlantic

Treasury secretary says new Iran sanctions are coming as administration faces another deadline on nuclear deal -The Washington Post

U.S. Commerce Dept sends Trump steel probe findings, keeps details under wraps The U.S. Commerce Department on Thursday said it sent President Donald Trump the results of its probe into whether steel imports threaten U.S. national security, but declined to reveal any details of its recommendations. -Reuters

Trump must be tough on Chinese aluminum for our national security -The Hill

Colombia is trying to end 50 years of war, but one rebel group won’t stop its attacks -The Washington Post

US-AMERICAS | COMMERCE/MARKETS

IMPACT + OPPORTUNITY

GLOBAL BUSINESS

Can Washington Be Automated? An algorithmic lobbyist sounds like a joke. But it’s already here. Here’s who the robots are coming for next. -Politico

Lobbying Doesn't Help Companies or Their Shareholders There's a cost when businesses focus more on Washington than on innovation. -Bloomberg View 

NO NEWS Facebook plans major changes to news feed Instead, content that sparks conversations among family and friends who use the site will be emphasized -BBC

China Criticizes US for Blocking MoneyGram Acquisition -NYT

Uber’s Secret Tool for Keeping the Cops in the Dark At least two dozen times, the San Francisco headquarters locked down equipment in foreign offices to shield files from police raids. -Bloomberg 

Fiat Chrysler to Invest $1 Billion, Pay Bonuses on U.S. Tax Cut -Bloomberg

GM’s Cruise is launching self-driving pilots in cities because that’s where the money is Cruise has often touted the technological benefits of training its cars how to drive in big cities, but the financial benefit is just as substantial. -Recode 

HAST LA VISTA, BABY Mexico will leave NAFTA talks if Trump triggers process to withdraw -Reuters

“I think it’s indisputable that if Trump announces a U.S. withdrawal from NAFTA, well at that moment the negotiations stop,” said Raul Urteaga

GLOBAL MACRO

Why We Have to Talk About a Bubble The prolonged program of quantitative easing has sent asset prices soaring, even if traditional signs of inflation are muted. -Bloomberg View 

A Guide to the Giant Foreign Buyers of U.S. Debt -Bloomberg

PODCAST China’s dubious shot across U.S.bow

2009 READ The End of Chimerica

China's trade surplus with U.S. hits record high -MW

CHIMERICA: IT’S ALIVE! When China stops selling to the US; then it can stop buying treasuries

Analysis: China's U.S. bond rebalancing would hold few fears for Fed -Reuters

U.S. Senate panel to discuss bitcoin with markets regulators -source The U.S. Senate’s financial services panel will hold a hearing next month with the country’s top markets regulators to discuss bitcoin amid rising concerns over the risks cryptocurrencies pose to the financial system, a person with direct knowledge of the matter told Reuters. -Reuters

Digital Trade in North America -U.S. Department of Commerce Economics and Statistics Administration Office of the Chief Economist